Editing Using automations to manage your deals (section)

=== Step-by-Step Instructions ===

#### Creating or Updating a Deal with an Automation

You can automate the creation of deals based on certain user actions:

1. In the '''Automation Builder''', use the '''Add a deal''' action to create a deal for a contact after a specified behavior, such as filling out a form or achieving a goal.

#### Setting Triggers for Different Deal Events

ActiveCampaign allows you to set various triggers for automations based on deal events. Here’s how to do it:

1. **When a Deal Score Changes**
   - In the '''Automation Builder''', select the '''Score changes''' trigger.
   - Choose the desired score you wish to use.
   - Select the score that will cause the trigger in the '''Changes to be''' dropdown.
   - Decide whether the automation should run once or multiple times using the '''Runs''' dropdown.
   - Click '''Save'''.

2. **When the Deal is Created**
   - Select the '''Enters a pipeline''' trigger.
   - Choose the pipeline name.
   - Use the '''Runs''' dropdown to select if the automation will run once or multiple times.
   - Click '''Save'''.

3. **When the Deal Stage Changes**
   - Choose the '''Deal stage changes''' trigger.
   - Select the '''Contact moves from stage''' and designate the stage name in the dropdown.
   - Select the '''To Stage''' dropdown and choose the new stage.
   - Indicate if the automation runs once or multiple times in the '''Runs''' dropdown.
   - Click '''Save'''.

4. **When the Deal Status Changes (Open, Won, Lost)**
   - In the Automation Builder, choose the '''Deal status changes''' trigger.
   - Select a status from the '''Deal status changes to''' dropdown.
   - Use the '''Runs''' dropdown to choose the frequency of automation runs.

5. **When a Deal Task is Created or Marked as Complete**
   - To add a contact upon task creation or completion, expand the options in the '''Add a Task''' modal by clicking '''Show more options'''.
   - Select '''Trigger an automation''', choose the automation to trigger, and specify if it will trigger on task creation or completion.

6. **When a 1:1 Email is Sent or Replied To**
   - Click the email address of a contact from the deal details page.
   - Enter the subject and message in the email composer.
   - Click the '''Automate this email''' icon.
   - In the modal that appears, select the automation to activate and choose whether the trigger occurs when you send the email or when they reply.
   - Click '''Save'''.

#### Dynamically Adjusting a Deal Score

With the '''Adjust a deal score''' action, you can dynamically modify deal scores based on interactions or behaviors:

- Each time a specific behavior occurs, you can add or subtract points from a deal score using this action.